Summary
Overview
Work History
Education
Skills
Activities
References
Timeline
Generic

REAGAN MORMAN

Columbus,Ohio

Summary

Personable and dedicated young professional with extensive experience in the insurance industry. Team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated and passionate about building and maintaining customer relationships and contributing to the success of the company.

Overview

8
8
years of professional experience

Work History

Strategic Partnership Manager

EMPLOYERS
03.2023 - Current
  • Support partners through product training sessions, ensuring proper usage of integrated solutions in their operations.
  • Develop custom presentations tailored specifically for each partner''s needs while showcasing the benefits of collaboration.
  • Develop partnership strategies for expanding market reach and increasing revenue opportunities.
  • Have built a solid network of industry contacts, facilitating introductions and opening doors to potential collaborations.
  • Collaborate with cross-functional teams to develop innovative products and services, resulting in increased customer satisfaction.
  • Manage contract negotiations, ensuring mutually beneficial terms and long-term success for both parties.

Senior Customer Success Manager

Bold Penguin
09.2022 - 03.2023
  • Manage multiple Agent Terminal and Exchange partners and work diligently to meet and exceed performance goals
  • Develop plans and strategies to grow business and achieve company portfolio goals for designated clients
  • Act as a primary liaison between Bold Penguin agencies and carrier partners
  • Compile customer feedback for cross-functional departments to improve product or service features
  • Demonstrate and explain Bold Penguin product features and benefits to overcome customer objectives
  • Oversee key customer relationships with agency networks such as ASNOA and HUB International to drive profitable growth
  • Conduct Quarterly Business Reviews with partners to discuss best practices and identify areas of opportunity to support growth and success with Bold Penguin products
  • Monitor KPIs to assess customer engagement
  • Renew existing accounts by cementing trusting relationships with customers
  • Onboard agencies on the Agent Terminal and Exchange
  • Provide high level technical and product support to our agency partners by processing account changes, assisting with servicing issues and keeping customers updated on changes or enhancements to Bold Penguin products.

Customer Success Manager

Bold Penguin
12.2020 - 09.2022
  • Manage multiple Agent Terminal and Exchange partners and work diligently to meet and exceed performance goals
  • Develop plans and strategies to grow business and achieve company portfolio goals for designated clients
  • Act as a primary liaison between Bold Penguin agencies and carrier partners
  • Compile customer feedback for cross-functional departments to improve product or service features
  • Demonstrate and explain Bold Penguin product features and benefits to overcome customer objectives
  • Oversee key customer relationships with agency networks such as ASNOA and HUB International to drive profitable growth
  • Conduct Quarterly Business Reviews with partners to discuss best practices and identify areas of opportunity to support growth and success with Bold Penguin products
  • Monitor KPIs to assess customer engagement
  • Renew existing accounts by cementing trusting relationships with customers
  • Onboard agencies on the Agent Terminal and Exchange
  • Provide high level technical and product support to our agency partners by processing account changes, assisting with servicing issues and keeping customers updated on changes or enhancements to Bold Penguin products.

Energy Exchange Ambassador

Modo Yoga International
09.2016 - 12.2021
  • Improved overall guest experience by maintaining a clean and welcoming reception area.
  • Resolved guest complaints promptly, fostering an atmosphere of understanding and goodwill.
  • Enhanced guest satisfaction by providing efficient check-in and check-out processes.
  • Increased brand awareness by developing and implementing targeted marketing campaigns.
  • Assisted with administrative tasks such as updating membership information or processing payments as needed.
  • Assisted guests with account questions or referred to appropriate area.
  • Identified appropriate marketing channels and target customers for campaigns.

Sr. Marketing Associate

Philadelphia Insurance Companies
07.2018 - 12.2020
  • Worked with a set group of retail agents and brokers to promote PHLY's niche products
  • Recommended the amount and type of coverages that are needed specific to each prospect
  • Increased revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales
  • Developed experience in networking and building professional relationships by going on agency visits and representing PHLY at industry related conferences and events
  • Strategized long-term business objectives by assessing agent feedback for direction on process improvements
  • Solicited calls to leads and collaborated with other departments to qualify potential new business.

Barre Instructor

Melt Hot Fitness
11.2018 - 02.2020
  • Built strong relationships with clients by offering tailored feedback and encouragement throughout their Barre journey.
  • Developed innovative lesson plans for a diverse range of skill levels, optimizing engagement and progress.
  • Helped clients reach fitness objectives by providing encouragement and motivation.
  • Designed innovative fitness plans to keep clients engaged.
  • Explained and demonstrated safe and appropriate exercises for clients of various fitness and physical abilities.

Education

Strategic Communications, Marketing -

The Ohio State University
Columbus, Ohio
05.2018

Skills

  • Problem Solving
  • Strong Work Ethic
  • Strategic Planning
  • Persuasive Communication Expertise
  • Excellent Interpersonal Skills
  • Upselling Existing Customers
  • Goal-oriented
  • Customer Relationships
  • Customer Training

Activities

  • October 2019- Ronald McDonald House Cooked dinner at the Ronald McDonald house in Columbus, Ohio.
  • Jan 2019- January 2020: A-Team Team that plans and prepares for volunteer and corporate events at Philadelphia Insurance Companies.
  • November 2018/December 2018/May 2019: YWCA of Columbus Volunteered with Philadelphia Insurance team members serving and preparing lunch.
  • November 2018: Furniture Bank of Columbus Volunteered with Philadelphia Insurance team members cleaning and preparing furniture to be purchased.
  • August 2016- May 2018: Undergraduate Business Women's Association An organization that strives to bring together women focusing or majoring in business and to provide opportunities for them to grow personally and professionally.
  • July 2017: Buckeye Ranch Volunteered with Philadelphia Insurance team members doing a landscaping project.
  • February 2017: Buckeyethon The largest student philanthropy at The Ohio State University that works to raise money to support the kids being treated for cancer at Nationwide Children's Hospital.
  • August 2016- May 2017: Rally Cap Member A non-profit organization that provides recreational sports and programs for people with special needs.

References

Available Upon Request

Timeline

Strategic Partnership Manager

EMPLOYERS
03.2023 - Current

Senior Customer Success Manager

Bold Penguin
09.2022 - 03.2023

Customer Success Manager

Bold Penguin
12.2020 - 09.2022

Barre Instructor

Melt Hot Fitness
11.2018 - 02.2020

Sr. Marketing Associate

Philadelphia Insurance Companies
07.2018 - 12.2020

Energy Exchange Ambassador

Modo Yoga International
09.2016 - 12.2021

Strategic Communications, Marketing -

The Ohio State University

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REAGAN MORMAN